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State Street Financial Select Sector SPDR ETF

994 hedge funds and large institutions have $12B invested in State Street Financial Select Sector SPDR ETF in 2020 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 331 increasing their positions, 400 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 112

2% more funds holding

Funds holding: 972994 (+22)

3% more capital invested

Capital invested by funds: $11.6B → $12B (+$331M)

2.72% less ownership

Funds ownership: 75.58%72.86% (-2.7%)

15% less funds holding in top 10

Funds holding in top 10: 4135 (-6)

17% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 400

23% less call options, than puts

Call options by funds: $4.06B | Put options by funds: $5.26B

Holders
994
Holders Change
+22
Holders Change %
+2.26%
% of All Funds
20.38%
Holding in Top 10
35
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-14.63%
% of All Funds
0.72%
New
143
Increased
331
Reduced
400
Closed
112
Calls
$4.06B
Puts
$5.26B
Net Calls
-$1.21B
Net Calls Change
+$658M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
151
Ameritas Investment Partners
Nebraska
$5.73M -$318K -14,000 -5%
MIAN
152
Mariner Independent Advisor Network
Kansas
$5.68M +$3.7M +163,135 +193%
QF
153
QVT Financial
New York
$5.68M
AI
154
Atria Investments
North Carolina
$5.61M -$49.2K -2,167 -0.9%
B
155
Bailard
California
$5.42M -$788K -34,691 -13%
ANTB
156
AMG National Trust Bank
Colorado
$5.42M +$4.54M +199,777 +581%
CA
157
Cetera Advisors
Colorado
$5.23M +$1.08M +47,414 +27%
AAS
158
Avantax Advisory Services
Texas
$5.21M +$2.59M +113,870 +102%
TF
159
Trek Financial
Arizona
$5.2M +$111K +4,882 +2%
ZIG
160
Zurich Insurance Group
Switzerland
$5.18M -$81.4K -3,585 -1%
PCIA
161
Prime Capital Investment Advisors
Kansas
$5.12M -$192K -8,453 -4%
CM
162
Capula Management
Cayman Islands
$5.08M +$4.98M +219,500 New
APC
163
Aspire Private Capital
North Carolina
$5.03M +$156K +6,886 +3%
CNB
164
Camden National Bank
Maine
$5.02M -$9.56K -421 -0.2%
W
165
WealthOne
New York
$4.98M +$201K +8,870 +4%
MIFH
166
Migdal Insurance & Financial Holdings
Israel
$4.93M +$4.67M +205,857 +2,808%
KF
167
Krilogy Financial
Missouri
$4.91M +$175K +7,717 +4%
ACS
168
Archford Capital Strategies
Illinois
$4.88M -$732K -32,227 -13%
CAN
169
Cetera Advisor Networks
California
$4.84M -$4.59M -202,026 -49%
PWMG
170
Prestige Wealth Management Group
New Jersey
$4.8M +$2.15M +94,581 +84%
RT
171
Rockland Trust
Massachusetts
$4.69M +$4.31M +189,856 +1,494%
JT
172
Jump Trading
Illinois
$4.64M +$4.55M +200,451 New
CL
173
CIM LLC
New York
$4.6M +$254K +11,191 +6%
OC
174
Oppenheimer & Co
New York
$4.5M -$1.73M -76,243 -28%
HCMNY
175
Howard Capital Management (New York)
New York
$4.45M +$70.3K +3,096 +2%

XLF Hedge Fund Activity: Q2 2020 in Review

994 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q2 2020, worth a combined $12B — up 2.9% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new XLF positions and 112 closed out — a net gain of 31 holders — while 331 added to existing stakes and 400 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $504M. The largest seller was Morgan Stanley, cutting an estimated $776M.

  • 994 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q2 2020, up from 972 in Q1 2020.
  • Funds reported $12B of State Street Financial Select Sector SPDR ETF stock for Q2 2020, up 2.9% quarter-over-quarter.
  • 143 funds opened new State Street Financial Select Sector SPDR ETF positions in Q2 2020 and 112 closed out, a net change of +31 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q2 2020 was JP Morgan Chase, an estimated $504M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q2 2020 was Morgan Stanley, an estimated $776M sold.

Based on aggregated 13F filings for Q2 2020.